First Squawk(@FirstSquawk):COREWEAVE EXEC SAYS DEMAND FOR 2028 IS SEVERAL TIMES LARGER THAN AVAILABLE CAPACITY, THAT COREWEAVE HAS 10 TIMES AS MUCH QUALIFIED DEMAND AS AVAILABLE CAPACITY THROUGH END-2027, AND THAT IT DOES NOT SEE MATERIAL RISKS TO ITS 2027 DELIVERIES BASED ON ONGOING CONSTRUCTION AT FULLY PERMITTED SITES

First Squawk

@FirstSquawk

Firstsquawk Is a Global Financial (News) Squawk Service Specialising In Financial Markets, Macro, Geopolitics,politics

Joined July 2015

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First Squawk@FirstSquawk

20minutes ago

COREWEAVE EXEC SAYS DEMAND FOR 2028 IS SEVERAL TIMES LARGER THAN AVAILABLE CAPACITY, THAT COREWEAVE HAS 10 TIMES AS MUCH QUALIFIED DEMAND AS AVAILABLE CAPACITY THROUGH END-2027, AND THAT IT DOES NOT SEE MATERIAL RISKS TO ITS 2027 DELIVERIES BASED ON ONGOING CONSTRUCTION AT FULLY PERMITTED SITES